At BizValuAdvisor, we are dedicated to providing our clients with the highest level of business and management consulting services. We strive to help our clients achieve their goals and reach their full potential.
We have a team of experienced and highly skilled consultants who are committed to delivering exceptional results for our clients. Our team members bring a wealth of knowledge from Tax Minimization, Financial Planning, Value Building and Exit Planning.
We take a collaborative approach with CPAs, Tax Attorneys, M&A Brokers, Financial Planners, working closely with our clients to understand their unique needs and develop customized solutions. We believe that effective communication and partnership are key to achieving success.
BizValuAdvisor is a subsidiary of Pension Maxima Investment Advisory
Bonnie Yam - Principal
CFA, CFP, CLU, EA, CLU, CVA, CEPA, CSLP, CMAP, AIF
We have a long history of servicing business owners. Besides helping business owners in getting ready to retire, we also specialize in Business Evaluations, Value Maximization, Tax Minimization, Business Exit Planning.
We have launched a special Financial Wellness Program for business owners and individuals on how to manage their personal finance.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.